Invoice Inbox to Ledger
Runs on - click to open the live demo
What it does
Vendor invoices arrive as emails, and someone keys each one into the ERP as a bill - while watching for the two that should not go straight through: an invoice already booked, and one that fails the three-way match against its purchase order. This robot reads each email, posts the clean invoices itself, cancels the duplicate instead of paying twice, and posts-but-blocks the mismatch for review, then reports the outcome of every one.
Invoice entry is the single most-cited RPA use case for a reason: it is high-volume, structured, and straight-through for most items - but the real value is not just speed, it is the two exceptions the robot catches and refuses to wave through.
Related use cases
See allBank Reconciliation
Reconcile the payments finance could not tie out: read the ERP's exceptions, then check each one against the real bank statement and label every discrepancy - missing payment, transposed amount, double payment or unapplied cash.
Friday Payment Run
Prepare a weekly vendor payment run in the ERP: propose every bill due within seven days, and separately list the blocked bills with the reason each is on hold - a pending goods receipt, a price mismatch, or a missing PO.
Monday Morning Briefing
One robot, five systems, the whole week's work on a page. Sign in to the CRM, mailbox, ERP, carrier and help desk in turn, read the one number that matters from each, and write a single briefing with a grand total.